From the decision to the closing

Prove what the business is really worth. Find the best buyer. Reach closing in record time.

Keep the client relationship. Take the mandate under your own brand. Run the transaction through closing.

The business owner already trusts you. What you were missing to run the transaction yourself, Capinext brings together: a valuation you can defend line by line, deliverables at market standard, qualified buyers at home and abroad, the Dataroom, the due diligence and the signing — under your brand, your validation before anything goes out.

The transactions you see before anyone else White-label execution under your firm’s name Built for your professional rules
app.capinext.com / mission / precision-metal
Midlands Vector Engineering Ltd — Sell-side
Mandate #4521 · Industrial · GBP 8.2M revenue
In progress
Valuation range
GBP 2.1 – 4.8M
EV/EBITDA 6.2x · DCF 3.6M
Readiness score
82 / 100
92%Northbridge IndustrialsStrategic
87%Calder Growth PartnersFinancial
81%Ribblesdale Family OfficePatrimonial

Product illustration — example dossier, fictional company.

When the transaction goes elsewhere, it is not one mandate that leaves. It is the relationship.

An owner selling their company does not change adviser for one file: they change for the next ten years. And value no longer sits in producing the accounts or drafting the deeds — it sits in the analysis, the trade-offs and the negotiation. Capinext puts that part in your hands, without you giving up the mandate, the data or the responsibility.

END TO END

From the decision to the closing, in a single environment.

Capinext connects the data, the deliverables, the counterparties, the decisions and the participants across the whole transaction.

1
Decision
2
Preparation
3
Presentation
4
Promotion
5
Negotiation
6
Due diligence
7
Contracting
Explore the seven phases

Technology prepares, checks and accelerates. The professional analyses, arbitrates and decides.

Capinext drafts, calculates, structures and suggests while your team validates each action. Every decision remains under your name, your responsibility and your audit trail.

Built to operate within the rules of your profession — see our commitments →

Expert Mode when you already know the process. Copilot Mode when you want guidance.

Expert Mode

Go straight to every module, customise the workflows, use your own templates, manage permissions and run several mandates without an imposed path.

  • Direct access to the seven modules, in the order you choose
  • Workflows configured to your own method
  • Your own document templates
  • Permissions per contributor on each mandate
  • Several mandates run in parallel, with no imposed path
Explore the seven phases

Copilot Mode

Follow a guided path, receive the next actions, the checklists and the useful controls, then validate every sensitive step before execution.

  • A guided path, phase by phase
  • The next action always named
  • Checklists and controls at every sensitive step
  • Your validation before anything is sent
  • Human support when the mandate calls for it
Explore the seven phases

Human support when the file calls for it. Onboarding, setting up the first mandate, an operational blocker or a question of method: the Capinext team can step in without substituting itself for your judgement.

Run more transactions, without growing in the same proportion.

Collection, checks, formatting and follow-up stop taking your best hours. What stays in your hands — the analysis, the trade-offs, the negotiation — is precisely the part whose value is not measured in hours of production. One more transaction therefore does not mechanically mean one more fee-earner.

Your client. Your brand. Your transaction.

One shared file. Rights matched to each participant.

Chartered accountant, business lawyer, M&A professional, tax adviser, notary or auditor: each reaches only their own scope, under a clearly identified lead adviser.

Try it before you commit

Three doors into a full M&A mandate.

Each tool below works standalone — and can become the starting point of a structured mandate inside Capinext.

No signup. No credit card. Test the engine with one of your live cases.

Tool #1 · Valuation · Result in 90 seconds

Open the conversation with a range you can defend.

Enter three years of revenue, EBITDA and net income. The valuation engine runs three methods in parallel and returns an actionable price range you can defend.

  • Sector multiples, simplified DCF, asset-based
  • Min / average / max on a visual slider
  • PDF report ready to share with your client
Try the valuation tool
Result · valuation range
MinAverageMax
GBP 2.1MGBP 3.4MGBP 4.8M
EV/EBITDA
6.2x
EV/Revenue
0.9x
DCF
3.6M
One-click exportable PDF report
Shortlist · compatible buyers
92%
Northbridge Industrials
Strategic · Revenue 45M · 3 acquisitions
87%
Northbridge Industrials
Financial · Ticket 2–8M · Active buyer
81%
Calder Growth Partners
Patrimonial · Multi-sector · First deal
Exportable shortlist of 127 qualified buyers
Tool #2 · Buyer matching · Result in seconds

Know who could buy, before you raise it.

The matching engine compares the company profile against thousands of qualified buyers and investors, ranked across five weighted criteria.

  • Compatibility score across 5 weighted criteria
  • Detailed profile: type, capacity, history
  • Exportable shortlist to launch your outreach
Discover matching
Tool #3 · Readiness check · Result in 30 seconds

Tell the owner whether they are ready — and what is missing.

Five targeted questions. A visual score across five dimensions. A clear verdict — ready, needs work, or too early — with a prioritized action plan.

  • Readiness score on 5 objective criteria
  • Instant verdict with action plan
  • PDF diagnostic with priority recommendations
Start the diagnostic
Diagnostic · deal readiness
Shareholder alignment
Sound and documented financials
Owner independence
Legal compliance
Realistic sale price
3/5
Needs structuring — 2 priority actions
PDF diagnostic with action plan
Inside the platform

Everything you need to run a mandate end-to-end.

The tools of the mandate, connected to one another. One source of truth per deal.

Mission cockpit
Single view of every mandate. Progress, next action, transaction systems suggestions, risk flags — all live.
42% avg progress3 risks detected
Valuation engine
EV/EBITDA · DCF · Asset-based.
EV/EBITDA 6.2xDCF 3.6M
Buyer pipeline
Match, contact, track. Thousands of qualified buyers scored on five weighted criteria.
127 matched18 high fit6 contacted
Document generator
Teaser, memorandum, NDA, LOI, SPA. Auto-drafted from mission data, branded with your firm.
10+ templatesWhite-label
Confidential Dataroom
Per-deal Datarooms. NDA-gated access, granular permissions, full activity log per visitor.
Audit trail
Every action, every signature, every suggestion logged. Exportable for regulators and clients.
GDPR
One platform, four workspaces

Four workspaces. One brand: yours.

Firm, client, buyers, market: every party works in a dedicated secure space — all carrying your firm's brand. No more juggling emails, drives and video tools.

Your firm's workspace

Run the seven phases, valuation, deliverables and buyer outreach — the entire mission from a single command post.

Your client's portal

The seller follows the transaction, answers questionnaires, uploads documents and signs — in a portal in your colours, never seeing ours.

The buyer & investor space

Each counterparty joins by invitation into a confidential space: NDA-gated Dataroom, messaging, video calls, letters of intent — and only ever sees its own file.

The opportunities market

A public front door in your colours: buyers browse the market under your firm's name and reveal themselves step by step — sector and region with no account, the full file after a profile and an NDA.

Before the mandate

The mandate you never won is the one you spotted too late.

Capinext starts before there is a client. Detect the signal, qualify it, win the mandate — and only then do the seven phases begin.

A pipeline, not a hunch

Suspect, prospect, opportunity, live file, signed client: every contact sits at a stage with its own conversion rate. Your practice stops guessing which relationships are actually moving.

Reach out without leaving the platform

LinkedIn campaigns, one-click landing pages in the recipient's language, sequenced follow-up. Every reply lands back on the contact it came from.

From conversation to engagement letter

Pre-mandate screening, fee simulation, an engagement letter drafted from the file and signed electronically. The mandate opens with its terms already agreed.

Billed, tracked, collected

Timesheets, fee notes, invoices. What a mandate earns is visible from the day it opens, not reconstructed at the end.

Built for confidential mandates

The Capinext commitments.

Nothing goes out without your validation.

The transaction systems drafts, calculates, suggests. You approve every action. Nothing moves without your sign-off. Same inputs, same results — every figure can be traced back to its source.

The owner sees your name only.

Your logo. Your disclaimers. Your firm name on every deliverable. Your clients never see ours.

Your data stays yours, and every access is dated.

Controlled access, granular permissions, traceable actions and documented processing. Your data is never used to train external models.

Deliverables the buyer and their adviser can challenge.

Confidential memorandum, teaser, diagnostic report, valuation — formatted to the level buyers and investors expect.

Professional ethics & compliance: our commitments in detail →

Local expertise. International execution capacity.

Extend your execution capacity beyond your domestic market.

Multilingual documents, international search, currencies and country layers let you work cross-border corridors in one shared environment.

Beta tester access

Try Capinext with your first mandate — free. Join a small group of advisors shaping the platform.

Professional address required Use an address on your firm's domain (for example, name@yourfirm.com). Personal Gmail, Outlook, Yahoo and similar mailboxes are not eligible. If the address is refused, your other answers remain in the form: replace only the email, then submit again. Sole practitioner without a professional domain? Contact Capinext so we can review your situation.

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